write a business plan - building an investment operations team - open to bidding

My company is looking at creating an investment operations team and need to get an idea of the human resources and technology infrastructure that's involved in performing these core functions:.

> Transaction Management*

> Recordkeeping and Accounting

> Cash Management and Administration

> Corporate Action Processing

> Reconciliation and Control*

> Data Management

> Performance

Does this sound like something you could do? I'm not looking for war and peace but something that could be used as a starting point to get an idea of the cost. A plan to support a small domestic portfolio that trades fixed income and equity, some options and futures.

Evner: Forretnings Planer, Økonomisk Research

Se mere: technology in accounting, starting a small business plan, starting accounting business, starting a business plan, m&a business plan, creating business plans, creating business plan, cost of a business plan, company that write business plans, company human resources, business plans for a small business, business plan for a small business, business plan cost to write, building a business plan, accounting small business, accounting plan, accounting for a business, accounting reconciliation, get a business plan, financial plan small business, starting a business, small business accounting, reconciliation, operations, Investment research

Om arbejdsgiveren:
( 2 bedømmelser ) Melbourne, Australia

Projekt ID: #6042073

9 freelancers are bidding on average $385 for this job


Greetings! I have created over 345 business plans, financial and marketing plans and Private Placement Memorandums in the past 10 years and additionally have raised debt and equity totaling $242 million to fund these v Flere

$412 USD in 20 dage
(253 bedømmelser)

PMP certified project manager, MBA in marketing and professional business consultant and analyst in the field of project management, marketing and branding, operations,finance, legal, health and team management/ traini Flere

$315 USD in 10 dage
(44 bedømmelser)

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$250 USD in 5 dage
(47 bedømmelser)

Experienced and accomplished management post graduate business plan expert with 10 years industry experience at your service. Please contact for quality and result oriented services. Regards

$250 USD in 6 dage
(19 bedømmelser)

I will provide you with something that is specific to Australia, draws on my Australian experience and knowledge. No other freelancer will be able to provide you with specifics unique to our market and labour relations Flere

$315 USD in 10 dage
(7 bedømmelser)

Dear Sir/Madam, I'm happy to help you on this task. I am working as the head of portfolio operations at the largest fund management company in Sri Lanka. You can visit my profile to see my qualifications, experience a Flere

$250 USD in 5 dage
(17 bedømmelser)

I am a Professional Expert in Financial Management, Financial Accounting, IAS/IFRS/GAAP, Cost/Management Accounting. I offer my clients professional help in all issues within my areas of expertise. I offer my Professio Flere

$188 USD in 4 dage
(1 bedømmelse)

Hello, We, JaZaa Consultancy Services are new to Freelancer. However, we are consistently ranked among the top consultants on Elance and we are a 5 star rated agency on oDesk. We intend to help you succeed with our k Flere

$555 USD in 30 dage
(0 bedømmelser)

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$1000 USD in 3 dage
(0 bedømmelser)

After completing my MBA from a University Collaborated with Indiana University, Bloomington, USA, majoring in Marketing & minoring in Finance and also completing 2 levels of Cost management Accounting-Over the last 14 Flere

$244 USD in 7 dage
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